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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-06-02 |
Branch Locations
1770 El Jobean Rd Unit B, Port Charlotte, FL 33948 • United States
Port Charlotte, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charlotte County Fire/Ems | Port Charlotte | FL | 05/2007 | 01/2021 |
| Primerica Financial Services | Port Charlotte | FL | 03/2007 | Present |
| Pfs Investments Inc. | Port Charlotte | FL | 05/2008 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. - 11/2011-present; Estates Authority LLC, ceo/partner -99%. -- Estates Operations Inc, (1099), Not Investment Related, Las Vegas, Nevada 89121, PSTD, 07/2018 to present, 2 hours committed per month (0 hours during securities trading hours. -- Estates Authority LLC, (1099), Not Investment Related, Cheyenne, Wyoming 82001, President, 06/2018, 2 hours committed per month (0 hours during securities trading hours. -- Church & Associates LLC, Investment Related, Port Charlotte, FL 33948, Primerica Business Purposes, President, 4.1.2024 to Present, 2 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes. -- 1770 El JOBEAN LLC, Investment Related, Las Vegas, NV, Sole Owner, 06/2018 to present, 2 hours per month (0 hours per month during securities trading hours), entity (registered with FL SOS) that holds the property title for Florida duplex rental property related to parent company Estates Authority LLC (WY).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2014-02-06 |
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